KIM
FINS

Karpus Investment Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$71.8M Buy
5,531,335
+1,989,029
+56% +$25.8M 2.32% 7
2025
Q1
$47.8M Sell
3,542,306
-229,145
-6% -$3.09M 1.55% 14
2024
Q4
$47.9M Sell
3,771,451
-563,605
-13% -$7.16M 1.42% 18
2024
Q3
$57.3M Sell
4,335,056
-112,135
-3% -$1.48M 1.59% 13
2024
Q2
$55M Sell
4,447,191
-62,445
-1% -$772K 1.55% 14
2024
Q1
$56.3M Buy
4,509,636
+285,911
+7% +$3.57M 1.62% 14
2023
Q4
$50.3M Buy
4,223,725
+649,193
+18% +$7.73M 1.53% 16
2023
Q3
$43M Buy
3,574,532
+254,060
+8% +$3.06M 1.45% 15
2023
Q2
$39.2M Buy
3,320,472
+1,092,815
+49% +$12.9M 1.23% 17
2023
Q1
$27.5M Buy
2,227,657
+605,779
+37% +$7.47M 0.86% 28
2022
Q4
$20.8M Buy
+1,621,878
New +$20.8M 0.7% 37